Evelyn Partners

Natwest and Evelyn Partners agree £2.7bn deal

Companies

Natwest and Evelyn Partners agree £2.7bn deal

Sale expected to close summer of 2026

clock 09 February 2026 • 3 min read
NatWest and Barclays to launch rival bids for £2bn Evelyn Partners – reports

Companies

NatWest and Barclays to launch rival bids for £2bn Evelyn Partners – reports

Expected this week

clock 05 February 2026 • 1 min read
Hidden 'systemic barriers' perpetuate gender pensions gap

Pensions

Hidden 'systemic barriers' perpetuate gender pensions gap

Entrenched barriers, not lack of financial confidence to blame

clock 23 January 2026 • 3 min read
IHT receipts continue to climb ahead of 2027 pension changes

Tax planning

IHT receipts continue to climb ahead of 2027 pension changes

April – December 2025 saw Treasury net £6.6bn from estates

clock 22 January 2026 • 3 min read
Barclays weighs bid for £2.5bn Evelyn Partners as major banks circle – report

Your profession

Barclays weighs bid for £2.5bn Evelyn Partners as major banks circle – report

NatWest and Lloyds Banking Group reportedly among firms considering offers

clock 08 December 2025 • 1 min read
Evelyn Partners exits employee benefits arm to 'refocus on wealth management'

Your profession

Evelyn Partners exits employee benefits arm to 'refocus on wealth management'

Howden to acquire Evelyn Partners Financial Services

clock 11 November 2025 • 3 min read
Remain alert: Why cybersecurity in advice is not a 'one and done' solution

Your Business

Remain alert: Why cybersecurity in advice is not a 'one and done' solution

'Don’t be stuck down the Cyber without a paddle'

clock 05 November 2025 • 4 min read
Evelyn Partners hits £67bn in AUM as inflows rise 18% in Q3

Your profession

Evelyn Partners hits £67bn in AUM as inflows rise 18% in Q3

Amid plans to integrate financial planning and investment management teams

clock 04 November 2025 • 2 min read
PA Asks: Most industry professionals 'somewhat confident' in their cybersecurity

Your profession

PA Asks: Most industry professionals 'somewhat confident' in their cybersecurity

'Attacks are becoming ever more sophisticated’

clock 28 October 2025 • 2 min read
IHT tax take up £100m to £4.4bn in six months to September

Tax planning

IHT tax take up £100m to £4.4bn in six months to September

IHT revenue on track for ‘another record-breaking year’

clock 21 October 2025 • 3 min read